Journey Advisory Group’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Journey Advisory Group’s Portfolio SPTM Stock Details SPTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.11M	Hold	12,191	–	–	0.08%	155
2026 Q1	$964K	Sell	12,191 -34,501	-74%	-$2.85M	0.08%	143
2025 Q4	$3.85M	Sell	46,692 -4,032	-8%	-$330K	0.32%	91
2025 Q3	$4.09M	Sell	50,724 -1,959	-4%	-$152K	0.3%	87
2025 Q2	$3.95M	Sell	52,683 -4,999	-9%	-$347K	0.31%	86
2025 Q1	$3.92M	Sell	57,682 -6,609	-10%	-$473K	0.32%	81
2024 Q4	$4.27M	Hold	64,291	–	–	0.51%	59
2024 Q3	$4.27M	Sell	64,291 -1,800	-3%	-$122K	0.51%	59
2024 Q2	$4.39M	Sell	66,091 -338	-0.5%	-$21.6K	0.52%	59
2024 Q1	$4.26M	Sell	66,429 -876	-1%	-$53.5K	0.53%	56
2023 Q4	$3.93M	Buy	67,305 +20	+0%	+$1.09K	0.54%	54
2023 Q3	$3.53M	Buy	67,285 +12,238	+22%	+$669K	0.53%	57
2023 Q2	$3M	Sell	55,047 -15,402	-22%	-$795K	0.45%	67
2023 Q1	$3.55M	Buy	+70,449	New	+$3.48M	0.56%	54

Other funds holding SPTM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

KFP

Keener Financial Planning Keller, Texas $280M AUM 25.41% 1-Year Est. Return

Journey Advisory Group's SPTM Position: Q2 2026 in Review

Journey Advisory Group held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 12,191 shares worth $1.11M. The position accounts for 0.08% of the portfolio, ranked #155.

Journey Advisory Group first reported a position in SPTM in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.39M in Q2 2024. 604 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Journey Advisory Group held 12,191 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.11M as of Q2 2026.
Journey Advisory Group left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.08% of Journey Advisory Group's portfolio in Q2 2026, its #155 holding.
Journey Advisory Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
Journey Advisory Group's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $4.39M in Q2 2024.
604 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.